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Distance Only Katy, TX
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
James Donewald (CRD# 5769200) is an Investment Advisor Representative working at Cris Capital, Ltd. in Katy, TX and has over 14 years of experience in the finance industry.
Vincent Doucette (CRD# 4333920) is an Investment Advisor Representative working at Edward Jones in Katy, TX and has over 20 years of experience in the finance industry.
Jeffrey Farley (CRD# 1326180) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Katy, TX and has over 39 years of experience in the finance industry. Jeffrey Farley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thomas Fons (CRD# 2738064) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Katy, TX and has over 27 years of experience in the finance industry.
Jasmine Garrett (CRD# 6086744) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Katy, TX and has over 11 years of experience in the finance industry.
Robin Giles (CRD# 5349722) is an Investment Advisor Representative working at Apex Wealth Management, LLC in Katy, TX and has 1 year of experience in the finance industry. Robin Giles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lloyd Graham (CRD# 1637380) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Katy, TX and has over 37 years of experience in the finance industry.
Stefan Graham (CRD# 6115861) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Katy, TX and has over 11 years of experience in the finance industry.
Emory Guest (CRD# 2308245) is an Investment Advisor Representative working at Lpl Financial LLC in Katy, TX and has over 17 years of experience in the finance industry. Emory Guest has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Marcos Helms (CRD# 6262975) is an Investment Advisor Representative working at Edward Jones in Katy, TX and has over 10 years of experience in the finance industry.